Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,142 | $48,011+69.0% | $63,803+27.2% | $82,637-1.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 15.33% | 19.84%-4.5pp | 543.72%-528.4pp | 53.51%-38.2pp |
| Employer contribution / active EE | $3,383 | $1,904+77.7% | $2,532+33.6% | $2,552+32.6% |
| Participant deferral / active EE | $4,490 | $2,846+57.7% | $3,843+16.8% | $4,126+8.8% |
| Admin fee / account holder | $2,228 | $3,873-42.5% | $5,196-57.1% | $7,339-69.6% |